Before you begin
Site sharing is not available on the mobile app.
Version: v5 (what does this mean?)
Audience: Administrators
Plans: Professional and Enterprise with multi-site configurations
Related: Transfer stock between locations
To allow sites to share their inventory (users can access and consume stock at multiple sites), the site must be made available to other sites for inventory sharing. To transfer stock from one site to another, see Transfer stock between locations.
To make a site available for inventory sharing:
- Navigate to Settings > CMMS Settings.
- Click the Sites tab:
- Click Site Settings next to the site that you would like to open to sharing:
- Click the Site Availability tab:
- Click the Add button:
- In the Site Availability pop-up, toggle the site availability switch from Inactive to Active:
- In the Allowed Site drop-down menu:
- To allow just one site to access and consume inventory from this site, click the allowed site.
- To allow some, but not all, sites to access and consume inventory from this site, repeat steps 5-7 for each allowed site.
- To allow all sites to access and consume inventory from this site, click All Sites:
- Click OK:
- Click OK: